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JVMTX vs MVEIX
JVMTX vs MVEIX Comparison
Open Charts JVMTX vs MVEIX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Monteagle Select Value I
Price$11.01
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets16.81M
JVMTX vs MVEIX Comparison Chart in %
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JVMTX vs. MVEIX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a StrongBuy and MVEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. MVEIX (16.8M). MVEIX pays higher dividends than JVMTX: MVEIX (1.01) vs JVMTX (0.65). JVMTX was incepted earlier than MVEIX: JVMTX (12 years) vs MVEIX (27 years). MVEIX (1.47) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. MVEIX (31.00). JVMTX has a lower initial minimum investment than MVEIX: JVMTX (0) vs MVEIX (10000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. MVEIX (1.43). JVMTX return over 5 years is better than : 61.96 vs. MVEIX (20.95).
| JVMTX | MVEIX | JVMTX / MVEIX | |
| Total Expense Ratio | 1.00 | 1.47 | 68% |
| Annual Report Gross Expense Ratio | 1.11 | 1.47 | 76% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 8.361 | 5.880 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 16.8M | 134,524% |
| Annual Yield % from dividends | 0.65 | 1.01 | 64% |
| Returns for 1 year | 3.31 | 1.43 | 231% |
| Returns for 3 years | 23.47 | 13.17 | 178% |
| Returns for 5 years | 61.96 | 20.95 | 296% |
| Returns for 10 years | 46.97 | -29.85 | -157% |
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